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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
ET
1301
Equitable Trust
Tennessee
$243K – – –
FWP
1302
Falcon Wealth Planning
California
$243K +$2.14K +5 +0.9%
NERM
1303
New England Research & Management
Illinois
$243K +$246K +575 New
PFGIA
1304
Patriot Financial Group Insurance Agency
Massachusetts
$242K -$52.1K -122 -18%
FM
1305
Foster & Motley
Ohio
$241K – – –
RWP
1306
RWA Wealth Partners
Massachusetts
$239K +$1.28K +3 +0.5%
SIM
1307
Sentry Investment Management
Wisconsin
$239K -$56.8K -133 -19%
BBA
1308
Braun-Bostich & Associates
Pennsylvania
$239K +$3.85K +9 +2%
JFL
1309
Jarislowsky, Fraser Ltd
Quebec, Canada
$238K -$15K -35 -6%
WDA
1310
Wendell David Associates
New Hampshire
$238K -$6.84K -16 -3%
FFG
1311
Fortress Financial Group
Minnesota
$238K – – –
NGA
1312
Naples Global Advisors
Florida
$237K – – –
OR
1313
Olympiad Research
Connecticut
$237K -$25.2K -59 -10%
NSIM
1314
North Star Investment Management
Illinois
$237K +$427 +1 +0.2%
GS
1315
GTS Securities
Florida
$236K -$8.12K -19 -3%
FNC
1316
First National Corp
Massachusetts
$236K -$50.4K -118 -18%
HWA
1317
Heartwood Wealth Advisors
Virginia
$235K – – –
MCWS
1318
McKinley Carter Wealth Services
West Virginia
$235K +$2.99K +7 +1%
IB
1319
Intrust Bank
Kansas
$235K – – –
NAG
1320
Northstar Advisory Group
New Jersey
$234K -$941K -2,203 -80%
1M
1321
1248 Management
Missouri
$233K – – –
LP
1322
LGL Partners
Pennsylvania
$233K – – –
LCM
1323
LVM Capital Management
Michigan
$232K – – –
CA
1324
Carson Advisory
Georgia
$230K -$5.55K -13 -2%
PHS
1325
Pekin Hardy Strauss
Illinois
$230K +$19.7K +46 +9%
51 52
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